See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,877 | $99,877-21.0% | $84,966-7.2% | $145,922-45.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.69% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,730 | $3,231-15.5% | $2,727+0.1% | $4,660-41.4% |
| Participant deferral / active EE | $2,730 | $5,291-48.4% | $4,519-39.6% | $6,688-59.2% |
| Admin fee / account holder | $260 | $7,248-96.4% | $6,149-95.8% | $13,397-98.1% |